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gestion patrimoniale le vocabulaire à savoir

Wealth management vocabulary: terms you need to know (Part 2)

  • by Az
  • May 5, 2025

In the discreet world of wealth management, every word has its own weight and resonance. To fully grasp these nuances is to navigate with ease in a world where subtlety and precision shape financial success. Having explored an initial series… Read More »Wealth management vocabulary: terms you need to know (Part 2)

cryptomonnaie en crise gestion de risque

Cryptocurrencies: heading for a historic fall?

  • by Az
  • April 8, 2025

Yesterday, Monday the 7th of April, marked a dark day for the cryptocurrency markets. At the start of the week, almost every cryptocurrency experienced a sharp fall, ranging from 10 to 15% for the most heavily traded cryptos such as… Read More »Cryptocurrencies: heading for a historic fall?

lexique gestion de patrimoine

Wealth management vocabulary: terms you need to know (Part 1)

  • by Az
  • March 27, 2025

Developing your wealth management knowledge requires not only the guidance of an experienced professional, but also an understanding of industry terms and vocabulary. Whatever your goals, it’s essential to master business vocabulary and investment terms, whether to invest with confidence… Read More »Wealth management vocabulary: terms you need to know (Part 1)

How to become a wealth manager: everything you must know!

  • by Az
  • March 13, 2025

Are you passionate about finance and love to advise? Becoming a wealth manager could be the opportunity you’ve been waiting for all along. On the other hand, questions are multiplying: How do I become one? What skills do I need?… Read More »How to become a wealth manager: everything you must know!

High-potential sectors in 2025: Where to invest your money?

  • by Az
  • February 27, 2025

Identifying the most promising sectors is a key step towards a successful investment strategy. By 2025, a number of trends will have emerged, driven by technological innovation and societal change. Among the most promising sectors, some stand out as opportunities… Read More »High-potential sectors in 2025: Where to invest your money?

Wealth management in South America

  • by Az
  • February 6, 2025

The wealth management sector in South America is undergoing rapid change, encouraged by digitization and an increase in the number of wealthy individuals. While economic and political instability remains a challenge in some countries, the region offers enormous potential for… Read More »Wealth management in South America

2024 review : Key points to remember

  • by Az
  • January 6, 2025

2024 proved to be a significant year for the global economy and financial markets. It marked significant growth, particularly in the sectors of cryptocurrency and monetary policies, which impacted worldwide financial trends. Global growth stabilized at around 3.2% in 2024,… Read More »2024 review : Key points to remember

Wealth management in Africa: the new era

  • by Az
  • December 19, 2024

Rich in cultural diversity and natural resources, Africa is a continent with great potential for the development of wealth management. As African countries continue to diversify their activities and to enter international markets, the needs of investors and HNWIs have… Read More »Wealth management in Africa: the new era

cryptocurrencies

Bitcoin: $100,000, a dream became true

  • by Az
  • November 25, 2024

Bitcoin enjoyed one of its best weeks since its creation. The cryptocurrency reached an all-time high of around $99,800, a record that opens the doors to a new chapter. Marked by a number of geopolitical and economic events, the number… Read More »Bitcoin: $100,000, a dream became true

precious metals

Silver : Will it overtake gold?

  • by Az
  • October 28, 2024October 29, 2024

For centuries, gold has dominated the markets as a secure store of value. Silver, being another essential store of value, has all the necessary characteristics to become the number one precious metal. Silver has always been important, and many investment… Read More »Silver : Will it overtake gold?

s&p500 stock market

The S&P 500 Index: All you need to know.

  • by Az
  • October 11, 2024

The S&P 500 index is one of the best-known and most widely traded stock market indices. People around you have probably already heard of it, whether they are investors or just curious individuals interested in finance. The S&P 500 has… Read More »The S&P 500 Index: All you need to know.

Investor psychology

Investment and psychological biases: Your mind’s influence

  • by Az
  • October 7, 2024October 7, 2024

We’ve all seen investment decisions that defy logic, made by the most brilliant minds and investors in the world. Research shows that our financial decisions are influenced by our psychological biases. Let’s explore the most common psychological biases in the… Read More »Investment and psychological biases: Your mind’s influence

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